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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,885 | $215,361-75.9% | $171,082-69.7% | $273,972-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 17.38% | 25.14%-7.8pp | 32.56%-15.2pp | 41.46%-24.1pp |
| Employer contribution / active EE | $1,012 | $4,967-79.6% | $4,002-74.7% | $4,869-79.2% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $28 | $10,846-99.7% | $8,520-99.7% | $10,133-99.7% |